Notification of web portal release – minor release

Dear client,

We have completed an interim service upgrade for the Adviser Portal. This upgrade addresses a few specific areas that are outlined below. 

1. JISA and the ability to support a transfer in. Regulation prohibits two stock and share JISAs running concurrently for the same beneficiary. Warning messages have been added to prompt the user, however in rare circumstances where an error has arisen the ability to transfer cash is now to be supported.
   
   

2. SS&C HW Drawdown Illustration. The Start Illustration journey now displays the charge amount value’s VAT status and any maximum charge caps. There is also a new New portfolio split visualiser displayed which updates to reflect the crystallised/uncrystallised values depending on the selected drawdown options. This is the first step in the refactoring of the drawdown illustration that will in the next release cover issues with fee overstatements and provide OCF and transaction charges.

   
   

3. Investor portal – overall value graph. The total of all accounts chart on the dashboard of the Investor Portal now displays the corresponding month’s value when hovering over the different month bars again.

   
   

4. Application journey – income options. Bank details are no longer mandatory at the Income Options step when using either the Regular Withdrawals or Withdraw all income into a designated bank account options.

   Should you have any questions then please click the “Contact Customer Services” button below.

Kind Regards 

Douglas Boyce

Managing Director